Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Dynagas LNG Partners DLNG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DLNG Stock Details DLNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$1K – 2558
2020
Q2 		$1K Buy
+200
New +$394 ﹤0.01% 2273
2020
Q1 		– Sell
-250
Closed -$1K – 2596
2019
Q4 		$1K Buy
+250
New +$512 ﹤0.01% 2282

Other funds holding DLNG

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's DLNG Position: Q3 2020 in Review

Northwestern Mutual Wealth Management sold out of Dynagas LNG Partners (DLNG) in Q3 2020, closing a stake of 200 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in DLNG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 15 funds tracked by Wall St. Rank hold DLNG as of Q3 2020.

  • Northwestern Mutual Wealth Management reported no remaining Dynagas LNG Partners position as of Q3 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 Dynagas LNG Partners shares in Q3 2020, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Dynagas LNG Partners in Q4 2019 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Dynagas LNG Partners position peaked at $1K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q3 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.